Top 100 Financial Advisers

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Top 100 Financial Advisers 2015 in association with Matrix Solutions

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Company name
Rank 2015
Rank 2014
Rank 2013
Rank 2012
Rank 2011
Gross Sales (£m)2014-15
Gross Sales (£m)2013-14
Number of CF30 individuals
Top 100 2016
St James's Place114628,3007,5001,380-
Hargreaves Lansdown Group221357,4006,600152-
Old Mutual Group3----5,000-2,036-
Openwork443442,7002,100976-
Brewin Dolphin Securities532232,4002,500471-
The Tenet Group6659122,0001,900711-
Barclays Group79622241,8001,4002,716-
Succession881113-1,6001,600330-
Investec Wealth & Investment910105-1,5001,300409-
Brooks Macdonald101212--1,4001,10086-
HSBC Group1113---1,1001,1002,522-
Charles Stanley1215137131,100900338-
Rathbone Investment Management131916--1,000730257-
Tilney Bestinvest14312618311,000480162-
The On-Line Partnership15171519231,000800317-
Caerus Capital Group1620---950648303-
Towry Group1735301011850390298-
Standard Life182518242684755042-
Skipton Group193991517753346133-
Sesame Bankhall Group20117117501,200318-
Punter Southall Group2121---70064079-
UBS Group2218---7007502,412-
Lighthouse Group2322221618700630368-
Chase De Vere242420--700600--
IFG Group25231968-70062047-
Raymond James Investment Services2616---700800104-
Smith & Williamson272924457650520252-
Sanlam Financial Services Group282723--650520125-
Close Brothers Asset Management2934271258600430271-
Tavistock Financial3051---600220226-
Ascot Lloyd Bellpenny311451--5501,00083-
Sense Network Ltd3236344460550370166-
Best Practice Group3333292639500450181-
Perspective Group3447---45024060-
LGT Vestra353735--40037071-
JLT Group36302182640050055-
Troy French & Partners37----350-3-
Newell Palmer Group384040556935032034-
Fairstone Group39----350---
Network Direct Ltd404865--30023079-
Ascot Lloyd Financial Services Ltd4160100--30017047-
C Hoare & Co4238---30035035-
Medical Money Management434442526128026033-
Grant Thornton UK444632232628026053-
Kleinwort Benson Bank Ltd4552---28021052-
Canaccord Genuity Ltd4687---280120240-
Equilibrium Asset Management474533--2602609-
The Royal Bank of Scotland Group4832---240470242-
Pi Financial Ltd496690646824016076-
Wren Sterling50----240-69-
Compass Wealth Management Consultants Ltd515567708224021051-
Helm Godfrey Partners Ltd527260607724015025-
Affinity Fin Awareness534970587324023041-
HJP Independent Financial Advisers Ltd5495---24012011-
Gemini Wealth Management Ltd55----220-14-
Foster Denovo565731293422019066-
Kellands Group575943--22017031-
Alan Steel (Asset Management) Ltd58544172912202109-
Argentis Financial Management Ltd598580--22013026-
Mattioli Woods Plc608172284421213084-
AIS Pensions6189---2001202-
AFH Financial Group62----200-150-
Fidelius634255--20028014-
Joseph R Lamb Independent Financial Advisers Ltd647136--2001507-
Wills & Trusts Ifp Ltd657585--2001404-
EQ Investors66----190-20-
James Hambro & Partners6753---18021018-
Jelf Group685038343718022034-
Cullen Wealth Ltd69----180-20-
Ellis Bates Financial Solutions Ltd706346--18016021-
Clarity Ltd716971--1701506-
True Potential72----170-416-
David Williams IFA Ltd7380---17013012-
HFS Milbourne Financial Services Ltd744362--1602708-
Central Investment Services (Scotland)75----160-9-
Kerr Henderson (Financial Services) Ltd76----150-31-
HBFS Financial Services Ltd779264--1501205-
A & J Wealth Management Ltd78----150-5-
Moore Stephens Group79----140-24-
Killik & Co LLP808279--14013098-
Chetwood Wealth Management Ltd81----140-19-
Towergate Financial Group827954278814014024-
Citibank International Ltd83----140-923-
James Brearley & Sons8464---14016014-
Speirs & Jeffrey Ltd8597---14011036-
Prescient Financial Intelligence Ltd869376--1301207-
Chartwell Financial Services Ltd878459--1301305-
Premier Financial Management Ltd88----130-4-
Merlin Financial Consultants Ltd89----130-6-
Wilfred T Fry (Personal Fin Plan)90----130-19-
Fraser Wealth Management Ltd916778--1301604-
Validpath Ltd92----130-50-
Almary Green Investments93----130-15-
Skerritt Consultants Ltd94969277-13011012-
Pannells Financial Planning Ltd95----130-21-
Lift-Financial Ltd96915093-12012016-
Pharon Independent Financial Advisers Ltd97----120-7-
Investment Partnership LLP98----120-2-
Lord Financial Ltd99----120-17-
Greystone Financial Services Ltd100----120-19-
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Table notesDisclaimer: The gross sales are an estimate of the investment and pensions products sold from 1 July 2014 to 30 June 2015, obtained through Matrix Solutions’ Financial Clarity product, which received information from providers, platforms and life and pensions companies. Where applicable, we have included data from businesses’ execution-only platforms. The figures have been rounded up, and in some cases two different ranks produce the same sales. Where two figures are similar they have been ranked by Matrix Solutions according to their data. The table is a guide only. The different nature of the reports received does lead to bias towards firms that mostly trade directly with fund managers or through platforms rather than with life & pensions companies. Specifically, the sales figures include switches between funds as well as new business as fund managers are usually unable to differentiate the two for sales that they report. Life and pension companies do not tend to report fund switches. Share class conversions are not included. Only investments and pension sales have been included. Except for Hargreaves Lansdown, only firms whose primary business (i.e. majority of sales) is classified by Matrix Solutions as either financial advisers, wealth managers and banks are included. All appointed representatives are included within the figures for their principal(s) regardless of whether they would be big enough to have their own entry within the Top 100. Appointed representatives with two recognised investment network principals have been included in both except where both principals are within the same group. Directly authorised firms using service providers related to networks (e.g. Sesame Bankhall, TenetSelect) are not included within their sister network’s figures. For the same reason service providers such as SimplyBiz and ThreeSixty do not appear in the list. Figures for some advisers may be understated where business is placed on white-labelled platforms. These include Best Practice, Towry, Towergate and True Potential. IFDL have provided data regarding sales on Succession and Openwork’s platforms at their respective requests. Others may also be understated if they use nominee services or non-contributing platforms and life and pensions companies. Investment figures for St. James Place have been taken from the relevant annual and interim reports. CF30 numbers may include qualified staff who are actively advising customers.

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